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Wood Tarver Financial Group’s Tesla TSLA Stock Holding History

Wood Tarver Financial Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Sell
691
-38
-5% -$15.1K 0.07% 136
2026
Q1 		$271K Sell
729
-58
-7% -$23.9K 0.07% 129
2025
Q4 		$353K Hold
787
– – 0.1% 117
2025
Q3 		$349K Sell
787
-322
-29% -$112K 0.1% 115
2025
Q2 		$352K Sell
1,109
-176
-14% -$53K 0.11% 106
2025
Q1 		$333K Sell
1,285
-159
-11% -$53K 0.11% 99
2024
Q4 		$583K Buy
+1,444
New +$465K 0.19% 68

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wood Tarver Financial Group's TSLA Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Tesla (TSLA) stake by 5.2% in Q2 2026, selling an estimated $15.1K and leaving 691 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #136.

Wood Tarver Financial Group first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $583K in Q4 2024. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Wood Tarver Financial Group held 691 shares of Tesla worth $290K as of Q2 2026.
  • Wood Tarver Financial Group sold 38 Tesla shares in Q2 2026, an estimated $15.1K.
  • Tesla made up 0.07% of Wood Tarver Financial Group's portfolio in Q2 2026, its #136 holding.
  • Wood Tarver Financial Group first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's Tesla position peaked at $583K in Q4 2024.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.